2023 Form 5500 filing — Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010190723NAL0036790304001) for Aurora Community Services, Inc. 401(K) And Employee Stock Ownership Plan, reported by Aurora Community Services, Inc. under EIN 26-4618269 and plan number 002. It reports 489 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010190723NAL0036790304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aurora Community Services, Inc.
- EIN
- 26-4618269
- Plan number
- 002
- Location
- Menomonie, WI
- Participants
- 489
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,212,871
- Total liabilities (EOY)
- $946,045
- Net assets (EOY)
- $11,266,826
- Employer contributions
- $265,499
- Participant contributions
- $274,859
- Total income / additions
- $4,129,593
- Benefits paid
- $544,916
- Administrative expenses
- $64,753
- Total expenses
- $657,990
- Net increase / (decrease)
- $3,471,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | RECORD KEEPER | $30,396 | $189 |
| Woodbury Financial Services | INVESTMENT ADVISOR | $12,670 | not reported in the loaded dataset |
| Value Consulting Group | VALUATION COMPANY | $11,000 | not reported in the loaded dataset |
| Meuwissen, Flygare, Kadrlik, & Asso | AUDITOR | $9,250 | not reported in the loaded dataset |